Compare · 2 funds side by side · dividends reinvested

LEXI and IVV

LEXIAlexis×IVViShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,177IVV · best of the two

02 / 04

LEXI and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Alexis Practical Tactical ETFUnsorted1.02%0.86%+9.3%+11.3%+19.7%+9.3%−8.1%12.1%$196M1.5

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$853B1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: LEXI 2021 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Alexis Practical Tactical ETF · $196M$15,631

LEXI

IVV

iShares Core S&P 500 ETF · $853B$17,177

$10,000 five years ago, dividends reinvested · they hold 12.9% in common

LEXIMeasureIVV

+9.3%Year to dateJan 1 → Nov 6+8.7%

+11.3%1 yearTotal return+9.8%

+19.7%3 years · per year$10,000 became $17,153 · $18,084+21.8%

+9.3%5 years · per year$10,000 became $15,630 · $17,177+11.4%

1.02%Expense ratio$102 · $3 a year on $10k · lower is better0.03%

0.86%Trailing 12-mo yield$86 · $114 a year on $10k1.14%

−8.1%Worst dropSmaller is better−8.9%

12.1%VolatilityLower is calmer13.6%

LEXIIVV Winner of the row, in its colourEach row: the bigger of the two fills its side

4–4Level

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

LEXI vs IVV: Top 5 Holdings

Today

LEXI

27.6%in top 5

IVV

in top 527.8%

LEXIStockIVV

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

5.8%IWDnot top 5

5.7%RSPnot top 5

5.5%RWRnot top 5

5.5%VIGnot top 5

5.2%MDYnot top 5

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common12.9%

End-of-day Nov 6, 2026 · share of each fund

LEXI vs IVV Returns, Every Period

AlexisLEXI

+9.3%

5 years, per year

IVViShares

+11.4%

5 years, per year

LEXIIVVFaded: behind in that period

2–2Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Unsorted vs Core: LEXI vs IVV

YTD

AlexisLEXI

+9.3%

IVViShares

+8.7%

+9.3%Year to date+8.7%

−8.1%Worst drop · 1Y−8.9%

12.1%Volatility · 1Y13.6%

0.9%Yield1.1%

$196MAssets$853B

3–1LEXI wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: LEXI, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

LEXI1.02%$102

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: LEXI, IVV

1.14%highest, IVV

FundTrailing yieldYield$10k

IVV1.14%$114

LEXI0.86%$86

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

LEXI$86 − $102 = −$16

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: LEXI, IVV

Today

12.9%most shared, LEXI and IVV

LEXIIVV

LEXI—12.9%

IVV12.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+11.3%LEXI, at 12.1% volatility

LEXIWorst drop−8.1%12.1% vol

IVVWorst drop−8.9%13.6% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

IVVLEXI

+8.7%Year to date+9.3%

1.1%Yield0.9%

+9.8%Past year+11.3%

0.03%Fee1.02%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026